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Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$364K +$329K +5,823 New
CAM
202
ClariVest Asset Management
California
$351K +$318K +5,626 New
IWA
203
Icon Wealth Advisors
Texas
$342K +$310K +5,480 New
DI
204
DFPG Investments
Utah
$330K -$39.1K -691 -11%
FRM
205
Fox Run Management
Connecticut
$318K +$287K +5,085 New
NG
206
Norden Group
Utah
$317K -$51.4K -910 -15%
WI
207
WrapManager Inc
California
$311K +$63.5K +1,123 +29%
SOW
208
State of Wyoming
Wyoming
$301K +$93.6K +1,655 +52%
BCM
209
Bayesian Capital Management
New York
$294K +$266K +4,713 New
CIM
210
CIM Investment Management
Pennsylvania
$293K
OIA
211
OneDigital Investment Advisors
Kansas
$281K +$255K +4,503 New
GAM
212
Gotham Asset Management
New York
$281K +$254K +4,496 New
Mariner
213
Mariner
Kansas
$272K -$12.8K -227 -5%
WT
214
Whittier Trust
California
$268K -$4.35K -77 -2%
PCM
215
Princeton Capital Management
New Jersey
$265K -$10.9K -192 -4%
DIM
216
DC Investments Management
Virginia
$255K
Lazard Asset Management
217
Lazard Asset Management
New York
$254K +$231K +4,081 New
AWAU
218
Alliance Wealth Advisors (Utah)
Utah
$247K +$1.41K +25 +0.6%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$242K -$35K -619 -14%
WA
220
Wealth Alliance
New York
$236K -$4.75K -84 -2%
BWM
221
Baron Wealth Management
Michigan
$235K
DWM
222
Dakota Wealth Management
Florida
$233K -$2.54K -45 -1%
SO
223
STRS Ohio
Ohio
$231K +$33.9K +600 +19%
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$230K -$48.6K -860 -19%
SM
225
Sciencast Management
New Jersey
$227K +$206K +3,636 New